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TBLU

Tortoise Global Water ETF

38 hedge funds and large institutions have $15.2M invested in Tortoise Global Water ETF in 2025 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 6

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

3% more funds holding

Funds holding: 3738 (+1)

5% less capital invested

Capital invested by funds: $16M → $15.2M (-$758K)

4.96% less ownership

Funds ownership: 28.76%23.8% (-5%)

Holders
38
Holders Change
+1
Holders Change %
+2.7%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
14
Reduced
6
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HBW
26
Hazlett, Burt & Watson
West Virginia
$74K +$20.2K +377 +38%
AIP
27
Ameritas Investment Partners
Nebraska
$72.4K +$72.9K +1,359 New
NSIM
28
North Star Investment Management
Illinois
$70.6K
Fidelity Investments
29
Fidelity Investments
Massachusetts
$39.3K +$28.2K +526 +249%
NS
30
NBC Securities
Alabama
$38.9K
WOSD
31
WFA of San Diego
California
$36.6K
GRP
32
Global Retirement Partners
California
$32.3K +$27K +503 +488%
GWSG
33
GPS Wealth Strategies Group
Colorado
$25.3K
PA
34
Parallel Advisors
California
$17.1K
SAM
35
Smartleaf Asset Management
Massachusetts
$3.59K
WWM
36
Wolff Wiese Magana
California
$1.07K +$429 +8 +67%
TCM
37
Tradewinds Capital Management
Washington
$558 +$536 +10 New
Wells Fargo
38
Wells Fargo
California
$41
ASN
39
Advisory Services Network
Georgia
$16
NI
40
Natural Investments
California
-$1.01M -19,144 Closed
AIM
41
Archer Investment Management
Texas
-$640K -12,092 Closed
WCFA
42
Walkner Condon Financial Advisors
Wisconsin
-$362K -6,849 Closed
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
-$211K -3,995 Closed
SPIA
44
Steward Partners Investment Advisory
New York
-$1.28K -24 Closed

TBLU Hedge Fund Activity: Q3 2025 in Review

38 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Tortoise Global Water ETF (TBLU) for Q3 2025, worth a combined $15.2M — down 4.7% from $16M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new TBLU positions and 5 closed out — a net gain of 1 holder — while 14 added to existing stakes and 6 trimmed.

The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $574K. The largest seller was WCG Wealth Advisors, cutting an estimated $1.53M.

  • 38 institutional investors held Tortoise Global Water ETF (TBLU) as of Q3 2025, up from 37 in Q2 2025.
  • Funds reported $15.2M of Tortoise Global Water ETF stock for Q3 2025, down 4.7% quarter-over-quarter.
  • 6 funds opened new Tortoise Global Water ETF positions in Q3 2025 and 5 closed out, a net change of +1 holder.
  • The largest Tortoise Global Water ETF buyer in Q3 2025 was Focus Partners Wealth, an estimated $574K added.
  • The largest Tortoise Global Water ETF seller in Q3 2025 was WCG Wealth Advisors, an estimated $1.53M sold.

Based on aggregated 13F filings for Q3 2025.